The Boeing Company (BA)vsLouisiana-Pacific Corporation (LPX)
BA
The Boeing Company
$173.38
+0.52%
INDUSTRIALS · Cap: $135.94B
LPX
Louisiana-Pacific Corporation
$75.36
-2.09%
INDUSTRIALS · Cap: $5.14B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 3744% more annual revenue ($94.91B vs $2.47B). BA leads profitability with a 8.1% profit margin vs 2.2%. BA appears more attractively valued with a PEG of 1.51. BA earns a higher WallStSmart Score of 50/100 (D+).
BA
Hold50
out of 100
Grade: D+
LPX
Avoid35
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-36.1%
Fair Value
$126.00
Current Price
$173.38
$47.38 premium
Intrinsic value data unavailable for LPX.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 40 in profit
Large-cap with strong market position
Attractively priced relative to earnings
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
3.9% revenue growth
Operating margin of 0.3%
Trading at 21.0x book value
ROE of 4.7% — below average capital efficiency
2.2% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : BA
The strongest argument for BA centers on Return on Equity, Market Cap, P/E Ratio.
Bull Case : LPX
The strongest argument for LPX centers on Altman Z-Score, Debt/Equity.
Bear Case : BA
The primary concerns for BA are PEG Ratio, Revenue Growth, Operating Margin. Debt-to-equity of 7.52 is elevated, increasing financial risk.
Bear Case : LPX
The primary concerns for LPX are Return on Equity, Profit Margin, PEG Ratio. A P/E of 95.4x leaves little room for execution misses. Thin 2.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
LPX carries more volatility with a beta of 1.62 — expect wider price swings.
BA is growing revenue faster at 3.9% — sustainability is the question.
BA generates stronger free cash flow (631M), providing more financial flexibility.
Monitor AEROSPACE & DEFENSE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BA scores higher overall (50/100 vs 35/100). Both earn "Hold" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
The Boeing Company
INDUSTRIALS · AEROSPACE & DEFENSE · USA
The Boeing Company is an American multinational corporation that designs, manufactures, and sells airplanes, rotorcraft, rockets, satellites, telecommunications equipment, and missiles worldwide. The company also provides leasing and product support services.
Louisiana-Pacific Corporation
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Louisiana-Pacific Corporation, manufactures and markets construction products primarily for use in the construction, repair and remodeling of new homes and outdoor structures markets. The company is headquartered in Nashville, Tennessee.
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